User Access and Permissions Assistant

To use the User Access and Permissions Assistant, you need these permission sets.

• User Access & Permissions Assistant Access
• The permission set to grant access to the Tooling API Credential, which is created during installation
• Optionally, the permission set to assign permissions to access and run the User Access and Permissions Assistant

• Install the User Access and Permissions Assistant
  To use the User Access and Permissions Assistant, enable the Tooling API. Then download the app from AppExchange, and assign the packaged permission set that comes with the app.
• Analyze Your Permission Assignments
  Review your org’s permission assignments using the to quickly determine the permissions that a user has and the configuration that grants a specific permission.
• Converting Profiles to Permission Sets
  If your custom or standard profiles have a Salesforce license, you can use the User Access and Permissions Assistant app to convert them into a permission set that you can edit and assign.
• Report on Permission Assignments by User
  Create a report of which users are assigned a given permission using the User Access and Permissions Assistant app.
• Manage Permission Set Groups
  Use the User Access and Permissions Assistant app to create, modify, or remove permission set groups. You can also assign or unassign permission set groups and add or remove permission sets to groups.
• User Access and Permissions Assistant Considerations
  Be aware of these considerations and special behaviors for the User Access and Permissions Assistant.